PATTEN FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
PATTEN FAMILY FOUNDATION (EIN 20-2895803)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-19
IRS object ID
201601109349101010
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-04-19T10:00:44-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274359547PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GAJDA ARNOLD & MCCONNELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 BANK STAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP012672856ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202895803EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATTEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPATTBusinessNameControlTxt
Phone4134585220PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHARRY S PATTENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4134585220PhoneNum
Signature2016-04-19SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE P ARNOLD CPAPreparerPersonNm
PTINP00420848PTIN
Phone4134585722PhoneNum
Preparation2016-04-19PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,701FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$663,500ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$663,500TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$300AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$300AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$169OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$169OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$469TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$469TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$677,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$677,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$678,019TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$678,019TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,519ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,220CashBOYAmt
Cash EOY$16,701CashEOYAmt
Cash EOYFMV$16,701CashEOYFMVAmt
Total Assets BOY$31,220TotalAssetsBOYAmt
Total Assets EOY$16,701TotalAssetsEOYAmt
Total Assets EOYFMV$16,701TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$31,220UnrestrictedBOYAmt
Unrestricted EOY$16,701UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$31,220TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,701TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,220TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,701TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,220TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,519ExcessRevenueOverExpensesAmt
Subtotal$16,701SubtotalAmt
Tot Net Ast Or Fund Balances EOY$16,701TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$853,807AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$19,083NetVlNoncharitableAssetsYr1Amt
Distribution Yr144.741760DistributionYr1Rt
Adjusted Qlfy Distri Yr2$824,659AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,045NetVlNoncharitableAssetsYr2Amt
Distribution Yr2203.87119DistributionYr2Rt
Adjusted Qlfy Distri Yr3$868,008AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,860NetVlNoncharitableAssetsYr3Amt
Distribution Yr3466.67096DistributionYr3Rt
Adjusted Qlfy Distri Yr4$539,910AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,461NetVlNoncharitableAssetsYr4Amt
Distribution Yr498.866508DistributionYr4Rt
Adjusted Qlfy Distri Yr5$427,284AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,049NetVlNoncharitableAssetsYr5Amt
Distribution Yr570.637130DistributionYr5Rt
Total Distribution884.78756TotalDistributionRt
Average Distribution176.95751AverageDistributionRt
Net Vl Noncharitable Assets$23,601NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,176,374AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$4,176,374AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$678,019QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELLE MANNERSIndividualWithBooksNm
Phone4134585220PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHARRY S PATTENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1665 SIMONDS ROADAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,960AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$23,960TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$23,960AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$359CashDeemedCharitableAmt
Net Vl Noncharitable Assets$23,601NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,180MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,180MinimumInvestmentReturnAmt
Distributable Before Adj$1,180DistributableBeforeAdjAmt
Distributable Before Ded$1,180DistributableBeforeDedAmt
Distributable As Adjusted$1,180DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$678,019ExpensesAndContributionsAmt
Qualifying Distributions$678,019QualifyingDistributionsAmt
Adjusted Qualifying Distri$678,019AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,180DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$426,982ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$539,637ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$867,915ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$824,457ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$852,853ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,511,844TotalExcessDistributionCyovAmt
Qualifying Distributions$678,019QualifyingDistributionsAmt
Applied To Current Year$1,180AppliedToCurrentYearAmt
Remaining Distri From Corpus$676,839RemainingDistriFromCorpusAmt
Total Corpus$4,188,683TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$426,982ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,761,701ExcessDistriCyovToNextYrAmt
Excess From Year4$539,637ExcessFromYear4Amt
Excess From Year3$867,915ExcessFromYear3Amt
Excess From Year2$824,457ExcessFromYear2Amt
Excess From Year1$852,853ExcessFromYear1Amt
Excess From Current Year$676,839ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOME SAFE
2840 SIXTH AVENUE SOUTHLAKE WORTHFL33461N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$10,000
HORATIO ALGER AWARDS
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$200,000
JUNIOR ACHIEVEMENT
1130 COCONUT CREEK BLVDCOCONUT CREEKFL33066N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$150,000
TAYLOR W EMMONS MEMORIAL FDTN
8374 MARKET STREETSARASOTAFL34202N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$9,000
HORATIO ALGER ASSOCIATION
99 CANAL CENTER PLAZAALEXANDRIAVA22314N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$200,000
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD ROADDURHAMNH03824N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$1,500
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD ROADDURHAMNH03824N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$70,000
ST ANDREWS SCHOOL
3900 JOG ROADBOCA RATONFL33434N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$5,000
BSO AT TANGLEWOOD
301 MASS AVEBOSTONMA02115N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$750
ST JOSEPH GOLF TEAM
48 STRONG AVEPITTSFIELDMA01201N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$50
AMERICAN DIABETES FOUNDATION
6400 N ANDREWS AVEFT LAUDERDALEFL33309N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$250
SIMON FAMILY FOUNDATION
901 CALL AMANECER - STE 1SAN CLEMENTECA92673N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$25,000
MORTEL FAMILY CHARITABLE FDN
PO BOX 405HERSHEYPA170330405N/APUBLIC CHARGENERAL CHARITABLE PURPOSE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$677,550TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HSP 1 LLC
1665 SIMONDS ROADWILLIAMSTOWNMA01267$450,000Yes (X)
INLAND MANAGEMENT CORP
2665 SIMONDS ROADWILLIAMSTOWNMA01267$6,250Yes (X)
NATIONAL LAND PARTNERS HOLDING LLC
3665 SIMONDS ROADWILLIAMSTOWNMA01267$207,250Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$300Amt
Disbursements Charitable Prps$300DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$27$27
OFFICE SUPPLIES$142$142

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